Creating feedback from a Salesforce account to ProdPad is easy with a Zapier integration!
You will need:
- A Salesforce account
- A Zapier Premium account
- A ProdPad account
Step 1: Select your Trigger
To get this going, we will select the trigger as "New Record" from the available Salesforce triggers in Zapier. Once you select authenticate, you will be prompted to select the type of record - for this, select Note.
Step 2: Find Contact
Now that we have selected the trigger to be based on a record - we need to ensure that we have all the relevant contact information to pass on to ProdPad.
As a second step, we'll do a "Find Record" to match the note to the contact information being entered.
Under the Customize Record section, select the following attributes:
Salesforce Object = Contact
Field to Search by = Contact ID
Search Value = ParentID (from the custom object)
Step 3: Send Feedback to ProdPad
Now it's time to customize how information will be sent in to ProdPad!
We recommend the following mapping:
|Username||Find Record: Name|
|User Email||Find Record: Email|
|External Link Name||Salesforce Profile|
|External Link URL||Find Record: Attributes URL|
You're all set! Whenever a new Note is added to Salesforce, a new record in ProdPad will be created 🎉
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